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Insurance
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To be your long-term financial partner, the consultants from Guotai Junan Securities (Hong Kong) Limited hold SFC licenses, the Insurance Brokerage Licenses, as well as being a MPF Individual Representative under the monitor of MPFA. As a professionals in investment, insurance and Capital Investment Entrant Scheme service, our strengths are providing clients financial advisory services with the highest quality, including custom-made solutions to reduce the risk and the achievement of their financial goals.
Our innovative professional team are passionated to provide the total-solution to achieve the different goals to help clients to get a clear present and future financial expectation, through an objective assessment of the feasibility of various proposals and the use of effective measures and performance, to organise a feasible plan, allowing clients acquire a better understanding of the relevance and the best balance between the various financial goals.
We are designated to analyse different products from various insurance companies or banks, we give priority to the interests of clients, with fair attitude through regular review of the program and provide appropriate recommendations.
With our experience in the operation of the international capital markets and a deep knowledge of China's national conditions, we safeguard our pledges on【Honesty, Affinity, Professional, Innovative】and are committed to provide customers with a full range of quality securities and financial services.
With rich experience and thorough understanding on the national conditions of China and the Hong Kong financial market, our Group lays a solid foundation and a wide popularity in both China and Hong Kong. We also established good relationship with international organizations and China-funded organizations, and a sound sales network and pipeline.
Our Group is always firmly committed to the aggressive and stable management style, coupled with the company's sound internal management, we withstand the Asian financial crisis and the business is still steadily rising. We are confident that with the full support of the parent company and in-depth understanding of the international market, a wide range of services are continuously providing to serve the needs of different clients.
Our Main Business
 Financing Planning |
 Individual and Family Insurance |
 Retirement Planning |
 MPF Consultancy |
 Inheritance of Wealth |
 Children's Education Fund |
 Home Ownership Savings Plan |
 Investment Immigration Consultancy |
 Corporate Insurance |
 Offshore Arrangements |
Insurance Business Partners
AIA International Limited
AIG Insurance Hong Kong Limited
AXA China Region Insurance Company Limited
BOC Group Life Assurance Company Limited
China Life Insurance (Overseas) Company Limited
China Taiping Life Insurance (Hong Kong) Company Limited
Chubb Insurance Hong Kong Limited
Chubb Life Insurance Company Ltd.
Friends Provident International Limited
FTLife Insurance Company Limited
Generali Life (Hong Kong) Limited
Heng An Standard Life (Asia) Limited
Liberty International Underwriters Limited
Manulife (International) Limited
Professional Liability Underwriting Services Limited
Prudential Hong Kong Limited
Sun Life Hong Kong Limited
Tahoe Life Insurance Company Limited
Transamerica Life (Bermuda) Ltd.
Utmost Worldwide Limited
YF Life Insurance International Limited
Zurich Insurance Company Limited
MPF Business Partners
AIA Pension and Trustee Co. Ltd.
Manulife (International) Limited
Principal Insurance Company (Hong Kong) Limited
Sun Life Hong Kong Limited
Financial Institution Liability Insurance
Professioal Indemnity Insurance
Commercial Crime Insurance
Cyber Security Insurance
Kidnap & Ransom Insurance
Warranty & Indemnity Insurance
MPF Master Trust Schemes
Eligible collective investment scheme
The best gift for children is quality education.
Of course, we know that it is very important to arrange quality education for our children. Every parent wants to path the way for their children, to make sure their children receiving best quality education from kindergarten to university.
However, it is very costly for quality education, such as private school, study abroad, the “inflation” of quality education is much higher then we expect. Therefore, it is very important to plan your education funds ahead, with the assistance from GTJAS, you will be more confidence to achieve your education fund saving goal.
So the best gift for children is quality education. Guotai Junan is equipped with brand-new products, quality services and professional consultants to help you plan for the future. It is definitely the choice of confidence. Parents can be prepared for their children's education fund early, to help them provide quality university or post-secondary education, to cultivate talents, and to let them fly high. Help you easily plan your child's future education funding. We can help you to build an education fund for your child through a range of investment-linked funds with growth potential.
For many people, retirement should be free and relax, the golden years of enjoying life. Retirement can be one of the most enjoyable times in life if you make arrangements in advance. You can develop a new interest, travel the world, even start a new business, and play golf in your spare time without having to face a heavy financial burden.
However, the cost of living is rising and the life expectancy of human beings is getting longer and longer, which makes the retirement life longer and more expensive. Some people say that we still have MPF to help retire. Well, although the MPF can provide retirement protection for you, but the MPF's return is limited, will it catch up with high inflation? Will it be enough for you to enjoy your rest of life? Want to let you have no worries? The sooner you plan to save, the better you can prepare for your comfortable retirement. Therefore, retirement planning is very important as it can provide us with an ideal retirement life. Fortunately, planning retirement is easier than ever. We will carefully analyze the current financial situation and estimate the life needs after retirement; then, plan an investment plan that can help you achieve your goals; and finally, review whether your life insurance protection will ensure that you achieve long-term goals without worries. And we have a lot of plans to help you, to have a comfortable, autonomous and worry-free old age, make a wise choice now!
Guotai Junan understands the importance of providing the best products and services to meet individual needs, and has extensive and in-depth relevant expertise. We have different products to choose from to meet our retirement needs. Although the future is hard to predict, we can work with your personal needs to help you prepare for future changes and plan to meet your retirement goals side by side.
Long term investment
From 1987 to 2019, what we have learnt:
Ups and downs occur but these do not affect the return of long term investment, while the long term trend of HSI is moving upward.
Don't be frustrated or excited for the market movements, because you focus in long term investment.
If you started your investment in 1987, you were probably making a great return, although there were many ups and downs in the past 32 years.
Sounds easy, but when is high, when is low? Marketing timing is always hard to achieve, so there is a simple way to investment, Dollar - cost averaging, just like what we do in MPF.
Let's see an example, assume we have $1,000 and each time we invest $200 into a stock.
Dollar-cost averaging allows us to invest in a more discipline way, this avoid us to be less affected by market ups and downs, to reduce unnecessary changes to our portfolio due to emotional behaviors.
Dollar-cost averaging is not always work, if you invest in a market which the price is ever falling till your investment period end. Therefore, you must know your risk appetite and choose a market matching your risk appetite.
The last but not the least, a good financial analysis can help you to understand your financial need before starting your investment, but you should know your destination first.
Please answer the questions below to assist yourself to plan for your retirement fund.
Please answer the questions below to assist yourself to plan for your education fund.
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Complaint Hotline: (852) 2509 5432 |
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